中国买家7月31日采购了至少14船、总计逾84万公吨美国大豆，计划于2024年10至11月付运[1]。其中至少8船从美国墨西哥湾沿岸码头付运，另有6船从太平洋西北地区港口启运[1]。这次采购是中国自6月底恢复购买美国大豆以来，7月规模最大的单日采购之一[1]。
交易商透露，中国近期采购的美国大豆总量已超过300万公吨，参与采购的买家均为政府机构[1]。根据此前承诺，中国将在2028年前每年采购至少2500万吨美国大豆[1]，同时承诺购买至少170亿美元的美国农产品[1]。此外，中国储备粮管理总公司7月31日拍卖了50万4000公吨进口大豆，约一半成交[1]。
Chinese buyers made a significant procurement on July 31, acquiring at least 14 shipments totaling over 840,000 tonnes of U.S. soybeans scheduled for delivery between October and November 2024 [1]. This represents one of the largest single-day purchases since China resumed buying American soybeans in late June [1].
The transaction involves shipments departing from multiple U.S. ports, with at least eight vessels loading from Gulf Coast terminals and six from Pacific Northwest facilities [1]. Traders indicated that Chinese purchases of American soybeans have exceeded 3 million tonnes in recent weeks, with government agencies as the primary buyers [1]. This activity aligns with China's commitment to purchase at least 25 million tonnes of U.S. soybeans annually through 2028, as part of a broader agricultural trade agreement valued at no less than $17 billion [1].
Domestically, China National Cereals, Oils and Foodstuffs Corporation (COFCO) held an auction on July 31 for 504,000 tonnes of imported soybeans, with approximately half of the inventory sold [1]. The corporation plans to conduct another auction on August 5 for an additional 501,000 tonnes of imported soybeans [1].